CGW vs SCHQ
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CGW vs SCHQ
Invesco S&P Global Water Index ETF vs Schwab Long-Term US Treasury ETF
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Quick Verdict
SCHQ has a lower expense ratio. CGW delivered stronger 1-year returns. SCHQ offers more diversification with 98 holdings.
Side-by-Side Comparison
| Metric | CGW | SCHQ |
|---|---|---|
| Fund Family | Invesco (US) | Charles Schwab Asset Management |
| Expense Ratio | 0.58% | 0.03% |
| AUM | $1.0B | $756M |
| Dividend Yield | 1.52% | 4.73% |
| Holdings Count | 82 | 98 |
| Inception Date | 2007-05-14 | 2019-10-10 |
| Investment Style | Mid Cap Blend | Long Term Government Bond |
| 1-Month Return | +5.03% | +1.03% |
| YTD Return | +3.29% | +0.99% |
| 1-Year Return | +6.67% | +2.87% |
| 3-Year Return | +9.93% | -0.50% |
| 5-Year Return | +5.67% | -5.65% |
| 10-Year Return | +9.87% | - |
| Buy Score | 61 | 66 |
| Momentum Score | 39 | 25 |
| Value Score | 70 | - |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
68
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, CGW or SCHQ?
CGW has an expense ratio of 0.58% while SCHQ charges 0.03%. SCHQ is the cheaper option, saving you money on management fees over time.
Do CGW and SCHQ hold the same stocks?
CGW and SCHQ share 0 common holdings with a 0.0% weight overlap. They hold 68 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, CGW or SCHQ?
Over the past year, CGW returned +6.67% while SCHQ returned +2.87%. CGW outperformed over this period. Past performance does not guarantee future results.